iShares Morningstar Mid-Cap ETF
IMCB
59 hedge funds and large institutions have $197M invested in iShares Morningstar Mid-Cap ETF in 2015 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 24 increasing their positions, 15 reducing their positions, and 7 closing their positions.
60% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 15
6.62% more ownership
Funds ownership: 151.75% → 158.36% (+6.6%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% less capital invested
Capital invested by funds: $198M → $197M (-$816K)
3% less funds holding
Funds holding: 61 → 59 (-2)
14% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
+$8.76M |
| 2 |
Jane Street
New York
|
+$5.42M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$4.51M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$4.42M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$8.25M |
| 2 |
OC
Oppenheimer & Co
New York
|
-$1.55M |
| 3 |
WA
WESPAC Advisors
Orinda,
California
|
-$1.23M |
| 4 |
CS
Comerica Securities
Detroit,
Michigan
|
-$913K |
| 5 |
MFS
MSI Financial Services
Springfield,
Massachusetts
|
-$650K |
IMCB Hedge Fund Activity: Q3 2015 in Review
59 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Mid-Cap ETF (IMCB) for Q3 2015, worth a combined $197M — down 0.41% from $198M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of IMCB and 6 opened new positions — a net loss of 1 holder — while 15 trimmed existing stakes and 24 added.
The largest buyer was Bank of New York Mellon, adding an estimated $8.76M. The largest seller was Morgan Stanley, cutting an estimated $8.25M.
- 59 institutional investors held iShares Morningstar Mid-Cap ETF (IMCB) as of Q3 2015, down from 61 in Q2 2015.
- Funds reported $197M of iShares Morningstar Mid-Cap ETF stock for Q3 2015, down 0.41% quarter-over-quarter.
- 6 funds opened new iShares Morningstar Mid-Cap ETF positions in Q3 2015 and 7 closed out, a net change of -1 holder.
- The largest iShares Morningstar Mid-Cap ETF buyer in Q3 2015 was Bank of New York Mellon, an estimated $8.76M added.
- The largest iShares Morningstar Mid-Cap ETF seller in Q3 2015 was Morgan Stanley, an estimated $8.25M sold.
Based on aggregated 13F filings for Q3 2015.